Overview

MobiWork's Sage Intacct integration seamlessly connects your field service operations with your accounting system, creating a single, streamlined workflow across your business. By bridging the gap between field service management and financial functions, this integration delivers a seamless data exchange that eliminates silos and provides a foundation for future growth.

Combine Sage Intacct and MobiWork to create a powerful synergy between operational efficiency and financial precision:

  • Enable a seamless data exchange between the field and the back office to ensure total financial and operational alignment.

  • Eliminate manual data entry and redundant administrative tasks to drastically reduce errors and overhead.

  • Accelerate execution time by automating the flow of work orders, parts, and labor directly into your financial workflows.

  • Gain real-time visibility into project profitability and costs, allowing for more informed decision-making and faster billing.

The result is enhanced efficiency, shorter billing cycles, reduced operational costs, and peak organizational performance.

To learn more about how the Sage Intacct Connector integrates with MobiWork, check out the Sage Intacct Connector page!


Integration Flows

Data from Sage Intacct is transferred to MobiWork through the following synchronization method. This integration method provides a secure and scalable integration between the Sage Intacct and the MobiWork web-based back-end platforms:


Integration Points

The following subsections go into detail about which entities and transactions are synced with MobiWork and Sage Intacct.


Integration Points: Records


MobiWork and Sage Intacct will sync the following entities from Sage Intacct to MobiWork and vice versa:

The following outlines what data is synchronized between MobiWork and Sage Intacct. Please note that some entities are available only with a Sage Intacct CRE account:

  • Customers- Customer names, contact details, and location information are synchronized in both directions.

  • Parts and Services (Including Prices)- Item names, descriptions, SKUs, manufacturer names and part numbers, tags or barcodes, and prices are synchronized in both directions.

  • Price Lists- Sage Intacct price lists are synchronized from Sage Intacct to MobiWork only.

  • Vendors- Vendor names, contact information, and location details are synchronized in both directions.

  • Projects (CRE ONLY)- Projects, including cost codes and cost types, are synchronized in both directions. MobiWork also pushes related job costing data, such as labor, equipment time, and materials, into Sage Intacct.


Integration Points: Transactions

MobiWork and Sage Intacct will sync the following transactions from Sage Intacct to MobiWork and vice versa:

The following outlines what transaction data is synchronized between MobiWork and Sage Intacct:

  • Credit Memos- Date, amount, and related details.

  • Estimates / Quotes- Quote header information (title, customer, location, dates, descriptions, discounts, markups, and sales tax) and all quote line items.

  • Invoices- Invoice details (customer, location, invoice date, due date, discounts, markups, and sales tax) and all invoice line items, including discounts and markups.

  • Sales Orders- Sales order records and all associated line items.

  • Purchase Orders- Purchase order records and all associated line items.

  • Payments- Payment details such as date and amount.

  • Pre-Payments- Pre-payment details such as date and amount.


How to Set Up The Connector

The following subsections will highlight how to install the Sage Intacct connector to your MobiWork account.


Connector Package

Before adding the Sage Intacct connector to your MobiWork account, first add the Web Services in your Sage Intacct account:

Then add a dedicated user to your Sage Intacct account and verify that the user the has all necessary rights and is assigned to the correct user role:

The dedicated Sage Intacct user will ensure that the account is not bound to a specified employee. Thus, giving you full control of the account in case the employee leaves or changes the password.



Installation

Once your Sage Intacct account is set up, you will then be able to add the Sage Intacct connector to your MobiWork account.

To add the Sage Intacct connector, navigate to the User icon, and from the drop-down menu choose the "Settings" option:

Click the "Connectors" tab, then click on the Plus Sign button to add a new connector:

Next, scroll down to the "Accounting" section, find the Sage Intacct connector listed and click the Add Connector:

The Confirm Connector Add pop-up window will then appear. In this pop-up window, confirm that you would like to add the Sage Intacct connector to your MobiWork account by clicking the Yes button:

You will then be prompted to enter your Sage Intacct account information into MobiWork. Once the installation is completed, the following control panel is available:

In this control panel you can enter the required information in the requisite fields:

  • Company ID- Your Sage Intacct company ID

  • User ID- Your Sage Intacct user ID

  • Password- Your Sage Intacct password

  • Default Warehouse ID- The Sage Intacct warehouse used for inventory management

  • Default Location ID- The default Sage Intacct location

  • Default Price List Name The Sage Intacct price list used for part pricing

  • Bank Account- The Sage Intacct bank account used when creating payments

  • GL Item Group- The Sage Intacct GL item group used when creating parts

  • Tax Subtotal Template The Sage Intacct tax subtotal template used when pushing invoice taxes

Once entered into MobiWork, click the Save button to confirm:

Note: If you already have an existing Sage Intacct account, you can import parts, services, vendors, customers. If you do not have an existing Sage Intacct account, you can simply export the entities from MobiWork.


MobiWork Sage Intacct Synchronization

You can access Sage Intacct synchronization actions directly from each respective customer, invoice, quote, and part entities in MobiWork. With the Sage Intacct connector installed, you can manually sync customers, parts, vendors, invoices, quotes, etc. between MobiWork and Sage Intacct at any time:

For example, on the Customers List page, you will find the Sage Intacct import and export options from the More Actions drop-down.


Manual Synchronization From Sage Intacct to MobiWork

To manually sync data from Sage Intacct into MobiWork, use the Import options found in the More Actions drop-down. For example, select "Import Customers from Sage Intacct" option from the Customers List page:

If any differences are detected between Sage Intacct and MobiWork records, MobiWork will clearly display them and prompt you to confirm before applying any changes:

Note: Please note after importing customers, be sure to verify that their addresses are valid and correctly converted into latitude and longitude values. This ensures accurate mapping, scheduling, and dispatching.

To keep both systems fully aligned, it is recommended that you import data from Sage Intacct on a regular (at least weekly) basis. This helps ensure that all customer and part information stays current.


Manual Synchronization From MobiWork to Sage Intacct

Once new records are added to MobiWork, validated, and ready for synchronization, use the "Export to Sage Intacct actions" from the More Actions drop-down menu to push data to Sage Intacct.

This allows MobiWork's customers, parts, and newly created invoices, quotes etc. to be reflected accurately in Sage Intacct.


Automatic Synchronization

In addition to manual syncing, automatic syncing is also available. The settings for automation can be found on the connector page settings, as per the sample below:

When enabled, it keeps customers and parts up to date and automatically pushes newly created invoices (as soon as the invoice enters the "Customer Invoiced" status), ensuring both systems stay aligned without manual effort. Please note that this option will only appear after installing the Sage Intacct connector to your MobiWork account.

The same data for customers, parts, and invoices that is transferred during a manual sync are also transferred when these entities are synced automatically.


Branches

Sage Intacct uses entities to represent different business units, regions, or subsidiaries (for example, East Coast, West Coast, or ABC Construction LLC) which makes it very easy to organize, scale, and grow your business (e.g., add-on acquisitions). In MobiWork we refer to these entities as branches. If you have branches set up in MobiWork, these branches can also be used to organize operations, users, and transactions by location or business unit.

Once MobiWork's Sage Intacct connector is enabled, it will automatically read all of your Sage Intacct entities and creates a matching MobiWork branch for each one. This creates a one-to-one relationship between branches in MobiWork and entities in Sage Intacct.

From that point on, any transaction created in MobiWork (such as an invoice, payment, or work order charge) is sent to Sage Intacct based on the branch it belongs to.

If a transaction is linked to a specific MobiWork branch, it is pushed to the matching Sage Intacct entity. If a transaction is not linked to a branch, it is sent to the top-level Sage Intacct entity by default.

For more information about MobiWork branches, please see Branches FAQ.


Locations and Department Dimensions

MobiWork provides support for the Location and Departments Sage Intacct Dimensions. Please note that those Dimensions are not part of the MobiWork turnkey solution by default, and that your MobiWork account will have to be configured accordingly.


Audit Trail & Error Handling

In addition to providing immediate on-screen feedback when Import or Export actions are triggered, the Sage Intacct connector also generates detailed synchronization logs. These logs give you full visibility into what was processed, what succeeded, and what failed.

From the MobiWork Connector Settings page, select the "View" option from the Individual Actions drop-down to access a full breakdown of successful and failed records for each sync:

These logs also capture internal integration issues and provide valuable diagnostic information that helps identify and resolve the root cause of any errors.

By reviewing the error logs, you can identify common issues such as missing or invalid data, correct them, and re-run the synchronization.

During each sync, all related entities and transactions are updated with their corresponding External ID values to maintain a clear link between MobiWork and Sage Intacct records. When a record fails to sync, MobiWork will:

  • Display an error message directly on the affected entity

  • Change its status from "Pending" to "Sync Failed"

The record will remain in the "Sync Failed" state until it is corrected and marked for export again.

You will also be able to see the sync status from the entity's respective view window. Below is a sample of the sync status on the "History" tab on the View Invoice pop-up window:

When automated invoices fail to integrate, a system notification is also created that can be seen in the notification page:


Best Practices

The following subsections will go into detail about best practices regarding MobiWork and Sage Intacct.


Best Practices in Sage Intacct

Before adding the Sage Intacct connector to your MobiWork account, first add the Web Services in your Sage Intacct account:

Then add a dedicated user to your Sage Intacct account and verify that the user the has all necessary rights and is assigned to the correct user role:

The dedicated Sage Intacct user will ensure that the account is not bound to a specified employee. Thus, giving you full control of the account in case the employee leaves or changes the password.


Best Practices for the Initial Synchronization

If you already have an existing Sage Intacct account, begin by importing the following entities into MobiWork:

  • Parts

  • Services

  • Vendors

  • Customers

If you do not yet have a Sage Intacct account, simply export this data from MobiWork to create your records in Sage Intacct.


Best Practices Ongoing

Once new records have been added to MobiWork, validated, and are ready for synchronization, use the Export to Sage Intacct actions to push them into Sage Intacct.

Note: Please note after importing customers, be sure to verify that their addresses are valid and correctly converted into latitude and longitude values. This ensures accurate mapping, scheduling, and dispatching.

To keep both systems fully aligned, it is recommended that you import data from Sage Intacct on a regular (at least weekly) basis. This helps ensure that all customer and part information stays current.